You have many choices for financial advice, but look closely at ProActive Advisors. You’ll get the advantages of a fee-only Advisor, a la carte planning to meet your financial challenges, and direct access to experienced Money Management— no intermediaries to lower your investment returns and no pre-packaged products with high, hidden charges.

But Trust is important too. That’s why all Proactive Advisor’s clients use third-party custodians like Fidelity, Pershing, Interactive Brokers, TIAA-CREF, and Folio Institutional. They report independently and directly to you so you’ll know what you’ve made is what you have.

Want References from long term clients who’ll vouch for our expertise in managing their money? No Problem. Let’s Talk.